Michelle Tucker, CPA/PFS/CFP®/JD
michelle@3dwealthadvisors.com
Basic Retirement Planning
Retirement Planning — The Basics
Estimating Your Retirement Income Needs
Saving for Your Retirement
Traditional IRAs
Roth IRAs
Comparison of Traditional IRAs and Roth IRAs
401(k) Plans
Differences Between a Roth 401(k) and a Roth IRA
Annuities
Investing for Retirement
Investing for Retirement
Keep in mind ...
A well-diversified portfolio can help balance risk. Diversification is a method used to help manage investment risk, it does not guarantee a profit or protect against investment loss
The earlier you start investing, the more you could contribute over the course of your working lifetime
By starting early, your investments would have a longer period of time to compound
With a longer time frame, you may have a larger choice of investment possibilities
What to do ...
Assess your risk tolerance
Determine your investing time frame
Determine the amount of money you can invest
Choose investments that are appropriate for your risk tolerance and time horizon
Seek professional management, if necessary
Note:
All investing involves risk, including the possible loss of principal.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2024.